COVENANT ASSET MANAGEMENT, LLC

PrivateCIK: 1697717
Location

CHESTER, NJ

165
Positions
$664.21M
Total AUM (reported)
3M
Total Shares

Allocation by class

TOTAL AUM$664.21M165 positions
COM$323.40M48.7%
PUT$142.37M21.4%
CALL$34.00M5.1%
COM NEW$22.03M3.3%
CL A$16.27M2.4%
COM CL A$12.83M1.9%
CAP STK CL A$12.65M1.9%

Portfolio Concentration

Top 314.1%4–1019.7%11–2523.1%Rest43.1%TOP 1033.8%0%100%
Top 3$93.41M14.1%
4–10$130.88M19.7%
11–25$153.76M23.1%
Rest$286.16M43.1%

Top 3 weight

14.1%

Top 10 weight

33.8%

Voting Authority Distribution

Total shares with voting rights: 3M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole165
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings165
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares246.59K
TypeSH
Market value$43.01M
6.47%
Sole
0.00
Shared
0.00
None
246.59K

MONOLITHIC PWR SYS INC

SOLE
PUT
Shares23.50K
TypePRN
Market value$25.69M
3.87%
Sole
0.00
Shared
0.00
None
23.50K

MICROSOFT CORP

SOLE
COM
Shares66.77K
TypeSH
Market value$24.71M
3.72%
Sole
0.00
Shared
0.00
None
66.77K

INVESCO QQQ TR

SOLE
PUT
Shares42.50K
TypePRN
Market value$24.53M
3.69%
Sole
0.00
Shared
0.00
None
42.50K

APPLE INC

SOLE
COM
Shares83.18K
TypeSH
Market value$21.11M
3.18%
Sole
0.00
Shared
0.00
None
83.18K

ASML HLDG NV

SOLE
PUT
Shares15K
TypePRN
Market value$19.81M
2.98%
Sole
0.00
Shared
0.00
None
15K

INVESCO QQQ TR

SOLE
CALL
Shares30K
TypePRN
Market value$17.32M
2.61%
Sole
0.00
Shared
0.00
None
30K

BROADCOM INC

SOLE
COM
Shares55.49K
TypeSH
Market value$17.17M
2.59%
Sole
0.00
Shared
0.00
None
55.49K

AMAZON COM INC

SOLE
COM
Shares77.85K
TypeSH
Market value$16.21M
2.44%
Sole
0.00
Shared
0.00
None
77.85K

GE VERNOVA INC

SOLE
COM
Shares16.87K
TypeSH
Market value$14.73M
2.22%
Sole
0.00
Shared
0.00
None
16.87K

QUANTA SVCS INC

SOLE
COM
Shares25.38K
TypeSH
Market value$13.94M
2.10%
Sole
0.00
Shared
0.00
None
25.38K

ALPHABET INC

SOLE
CAP STK CL A
Shares44K
TypeSH
Market value$12.65M
1.91%
Sole
0.00
Shared
0.00
None
44K

META PLATFORMS INC

SOLE
CL A
Shares19.95K
TypeSH
Market value$11.41M
1.72%
Sole
0.00
Shared
0.00
None
19.95K

HOWMET AEROSPACE INC

SOLE
COM
Shares48.57K
TypeSH
Market value$11.19M
1.69%
Sole
0.00
Shared
0.00
None
48.57K

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares93.49K
TypeSH
Market value$11.09M
1.67%
Sole
0.00
Shared
0.00
None
93.49K

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares8.36K
TypeSH
Market value$11.04M
1.66%
Sole
0.00
Shared
0.00
None
8.36K

KLA CORP

SOLE
COM NEW
Shares7.46K
TypeSH
Market value$10.98M
1.65%
Sole
0.00
Shared
0.00
None
7.46K

COSTCO WHOLESALE CORPORATION

SOLE
PUT
Shares10K
TypePRN
Market value$9.96M
1.50%
Sole
0.00
Shared
0.00
None
10K

NETFLIX INC.

SOLE
COM
Shares103.32K
TypeSH
Market value$9.93M
1.50%
Sole
0.00
Shared
0.00
None
103.32K

ELI LILLY & CO

SOLE
PUT
Shares10K
TypePRN
Market value$9.20M
1.38%
Sole
0.00
Shared
0.00
None
10K

BOOKING HOLDINGS INC

SOLE
PUT
Shares2.10K
TypePRN
Market value$8.84M
1.33%
Sole
0.00
Shared
0.00
None
2.10K

ASTRAZENECA PLC

SOLE
ORD
Shares43.85K
TypeSH
Market value$8.65M
1.30%
Sole
0.00
Shared
0.00
None
43.85K

CATERPILLAR INC

SOLE
PUT
Shares12K
TypePRN
Market value$8.50M
1.28%
Sole
0.00
Shared
0.00
None
12K

ELI LILLY & CO

SOLE
COM
Shares8.96K
TypeSH
Market value$8.24M
1.24%
Sole
0.00
Shared
0.00
None
8.96K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares12.47K
TypeSH
Market value$8.11M
1.22%
Sole
0.00
Shared
0.00
None
12.47K
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